Plan Snapshot
- Plan Sponsor: S.C. Johnson & Son, INC.
- Sponsor EIN: 390379990
- Sponsor Address: 1525 HOWE STREET, RACINE, WI, 534032237
- Plan Type: DB
- Total Participants: 484
- Total Assets: $406.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 484 | $406.5M | $0 | $0 |
| 2023 | 557 | $439.9M | $0 | $0 |
| 2022 | 617 | $449.5M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $403,633 | — | $403,633 |
| JP MORGAN CHASE | Investment Advisor | $288,682 | — | $288,682 |
| ROBERT W. BAIRD AND COMPANY | Investment Advisor | $247,707 | — | $247,707 |
| GARCIA HAMILTON & ASSOCIATES, L.P. | Investment Advisor | $193,640 | — | $193,640 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $149,923 | — | $149,923 |
| CAPTRUST ADVISORS | Investment Advisor | $120,000 | — | $120,000 |
| REAMS ASSET MANAGEMENT | Investment Advisor | $59,945 | — | $59,945 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Investment Advisor | $48,097 | — | $48,097 |
| BAKER TILLY US LLP | Auditor | $9,125 | — | $9,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- JP MORGAN CHASE — Investment Advisor
- JP MORGAN INVESTMENT MANAGEMENT INC — Investment Advisor
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,520,752
- Estimated Expense Ratio: 0.374% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,828,097 | $1,144,607 | $129,125 | — | — |
| 2023 | $2,554,341 | $844,525 | — | $19,500 | — |
| 2022 | $2,487,568 | $964,404 | $120,000 | — | $535,298 |